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Principia Wealth Advisory’s Sonoco SON Stock Holding History

Principia Wealth Advisory’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed -$345 – 1043
2025
Q3 		$345 Hold
8
– – ﹤0.01% 839
2025
Q2 		$348 Buy
+8
New +$358 ﹤0.01% 816

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's SON Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Sonoco (SON) in Q4 2025, closing a stake of 8 shares — an estimated $345 sold.

Principia Wealth Advisory first reported a position in SON in Q2 2025 and held it in 2 quarters. The position peaked at $348 in Q2 2025. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 8 Sonoco shares in Q4 2025, an estimated $345.
  • Principia Wealth Advisory first reported a position in Sonoco in Q2 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's Sonoco position peaked at $348 in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.